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steve@caldaracompany.com
(303) 979-8384

Caldara, Wunder and Associates

Financial advice, guidance, and tools that

enable you to intentionally pursue your dreams.

Caldara, Wunder, and Associates

CWA provides financial advice, guidance, and tools that enable our clients to intentionally pursue their dreams. We assist in minimizing the risk of our client's future dependency on government or charity. 

We best assist professionals, entrepreneurs and some retirees  - who all are facing the challenges brought on by success.

Your Process

Your Process

We create strategies that are tailored to your goals.

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Our History

Our History

We're prepared to guide you through life's transitions. 

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Shared Values

Shared Values

We operate our business with ethics and integrity.

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Resources

Resources

Let's talk about your investment strategies.

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Words of Wisdom

"An investment in knowledge pays the best interest."

- Benjamin Franklin

We serve our clients, our community, our profession and our country by delivering in three key areas:

We serve our clients, our community, our profession and our country by delivering in three key areas:

  • Defensive strategies -designed to help you plan for the expected events and prepare for the unexpected ones.
  • Offensive plans specific to your individual situations and concerns. 
  • Engaging a Special Team of other professionals that we have spent a career qualifying and building relationships with.
Connected

Connected

Member: National Association of Insurance and

Financial Advisors®

We'll work with you to explore the choices you may have already made; and couple them with the ones we think best fit your individual needs, wants and wishes.

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